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SALE EXTENDED 70% OFF QuickBooks for 3 months* Ends 12/8
Buy nowHello @meshmash,
Welcome to the Community. I'm here to help you download the transactions from the prior year in QuickBooks.
QuickBooks automatically downloads banking data the first time you connect an account. Most banks provide information for the previous 90 days only.
To download older transactions, I recommend using the Web Connect feature. Before starting the import process, go to your bank's website and request the file you need to upload in QuickBooks.
Some banks let you set a date range for downloads. This may be 30, 60, 90 days, or more depending on the financial institution.
Here's how:
Once done, start importing the transactions so they become available in your Bank Feeds. Please follow these steps:
For additional reference, you can use the following article to review and match transactions in QuickBooks: Add and match Bank Feed transactions in QuickBooks Desktop.
Drop me a comment below if you have any other questions related to banking. I'll be happy to help you some more.